JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionHm Payson & Co
Latest Disclosed Ownership481,849 shares
Latest Disclosed Value $ 141,740,708
Hm Payson & Co reports 2.85% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 481,849 shares of JPMorgan Chase & Co. (CH:JPM) valued at $141,740,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 468,495 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.85% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 481,849 13,354 2.85 141,741 -6.11 1.0625
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 468,495 14,681 3.24 150,959 5.46
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 453,814 7,176 1.61 143,146 10.55 2.0583
2025-10-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 446,638 64,628 16.92 129,485 38.18 2.0506
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 382,010 50,664 15.29 93,707 17.98 1.6445
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 331,346 1,591 0.48 79,427 14.23 1.3474
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 329,755 3,672 1.13 69,532 5.43 1.1924
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 326,083 79,891 32.45 65,954 33.75 1.1982
2024-06-20 2024-03-31 13F JPMORGAN CHASE COM 46625H100 246,192 -5,309 -2.11 49,312 15.27 0.9163
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 251,501 -376 -0.15 42,780 17.12 0.8859
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 251,877 -2,265 -0.89 36,527 -1.18 0.8563
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 254,142 -29,808 -10.50 36,962 -0.11 0.8299
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 283,950 -2,433 -0.85 37,001 -3.65 0.8874
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 286,383 -45,966 -13.83 38,404 10.58 0.9564
2022-10-25 2022-09-30 13F JPMORGAN CHASE COM 46625H100 332,349 -200,334 -37.61 34,730 -42.10 0.9535
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 532,683 3,328 0.63 59,985 -16.87 1.5378
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 529,355 -7,677 -1.43 72,162 -15.14 1.6421
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 537,032 -4,548 -0.84 85,039 -4.07 1.8486
2021-11-30 2021-09-30 13F JPMORGAN CHASE COM 46625H100 541,580 6,403 1.20 88,651 6.50 2.1581
2021-08-17 2021-06-30 13F JPMORGAN CHASE COM 46625H100 535,177 1,134 0.21 83,241 2.39 2.0291
2021-06-15 2021-03-31 13F JPMORGAN CHASE COM 46625H100 534,043 -28,260 -5.03 81,297 13.78 2.1641
2021-03-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 562,303 -5,493 -0.97 71,452 30.72 1.9747
2020-12-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 567,796 -6,845 -1.19 54,662 1.13 1.6834
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 574,641 8,599 1.52 54,051 6.06 1.8126
2020-07-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 566,042 10,003 1.80 50,961 -34.25 2.0022
2020-02-18 2019-12-31 13F JPMORGAN CHASE COM 46625H100 556,039 -17,296 -3.02 77,512 14.87 2.4897
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 573,335 23,502 4.27 67,476 9.77 2.3767
2019-08-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 549,833 3,491 0.64 61,471 11.15 2.2046
2019-07-31 2019-03-31 13F JPMORGAN CHASE COM 46625H100 546,342 537,633 6,173.30 55,306 -34.93 2.1139
2019-02-15 2018-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 8,709 -407,562 -97.91 85,000 80.96 2.4924
2018-11-30 2018-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 416,271 -66,518 -13.78 46,972 -6.63 2.1027
2018-08-27 2018-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 482,789 4,449 0.93 50,306 -4.37 2.1497
2018-05-14 2018-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 478,340 -2,106 -0.44 52,603 2.38 2.1703
2018-02-16 2017-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 480,446 -14,158 -2.86 51,379 8.76 2.0651
2017-11-06 2017-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 494,604 -3,937 -0.79 47,240 3.67 2.0316
2017-08-04 2017-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 498,541 8,157 1.66 45,567 5.79 2.0538
2017-05-25 2017-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 490,384 -25,188 -4.89 43,075 -3.18 1.9643
2017-02-15 2016-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 515,572 9,701 1.92 44,489 32.07 2.1194
2016-11-14 2016-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 505,871 -27,014 -5.07 33,686 1.73 1.6433
2016-08-08 2016-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 532,885 -22,644 -4.08 33,114 0.66 1.6531
2016-05-19 2016-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 555,529 20,981 3.92 32,898 -6.80 1.7103
2016-02-23 2015-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 534,548 -9,266 -1.70 35,297 6.46 1.8144
2015-11-02 2015-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 543,814 -3,141 -0.57 33,156 -10.54 1.7969
2015-08-11 2015-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 546,955 2,680 0.49 37,062 12.40 1.8443
2015-05-06 2015-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 544,275 27,795 5.38 32,972 2.01 1.6478
2015-02-10 2014-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 516,480 9,199 1.81 32,322 5.77 1.6001
2014-11-12 2014-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 507,281 30,623 6.42 30,559 11.27 1.5658
2014-08-13 2014-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 476,658 138,529 40.97 27,465 33.79 1.4110
2014-05-07 2014-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 338,129 3,051 0.91 20,528 4.76 1.0865
2014-02-10 2013-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 335,078 -8,361 -2.43 19,595 10.38 1.0497
2013-11-13 2013-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 343,439 -7,379 -2.10 17,752 -4.14 1.0293
2013-08-13 2013-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 350,818 350,818 18,519 1.1116
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.